Aesthetic Record EMR + Zoho CRM
Create Zoho CRM module entries for new Aesthetic Record EMR patients
Streamline your patient management process by connecting Aesthetic Record EMR with Zoho CRM. With this automation, whenever a new patient is added in Aesthetic Record EMR, a module entry will be created in Zoho CRM. This workflow keeps your team updated and ensures accurate patient data across both platforms, saving you time and reducing manual data entry.
Streamline your patient management process by connecting Aesthetic Record EMR with Zoho CRM. With this automation, whenever a new patient is added in Aesthetic Record EMR, a module entry will be created in Zoho CRM. This workflow keeps your team updated and ensures accurate patient data across both platforms, saving you time and reducing manual data entry.
- When this happens...New Patient
Triggers when a new patient/client is added to Aesthetic Record.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try It